How to configure self-invoicing (self-billling)?

Self-invoicing (or self-billing) is the process by which the buyer generates invoices on behalf of the seller. Applied to Kiflo and payouts, the buyer is you (the vendor) and the seller is the partner who must get paid commissions.

Kiflo automates self-invoicing by generating partner invoices and attaching them to payouts, eliminating the need for partners to manually create and upload invoices to get paid.

Overview

You must first enable self-invoicing on your account. Then each partner must explicitly opt in for this option, to allow you to generate invoices on their behalf. They must provide their billing details, optional taxe %, and even customize the invoices with their logo!

If a partner opts in for self-invoicing, Kiflo generates the invoice automatically for each payout as soon as it gets Ready:

Enable self-invoicing for partners

To enable self-invoice:

• Click on the top-right menu
• Select Account
• Then click on Payouts in the left menu
• Finally, scroll to the section Self-invoicing:

Enable the option "Allow partners to opt-in for self-invoicing and generate invoices on accepted payouts automatically" and provide your billing details. They will be included in each invoice in the "buyer details" section.

How partners opt-in and provide their billing details (from their partner portal)

If the above option is enabled partners can opt in for self-invoicing in two different ways:

1. During their onboarding: Add a new action as part of their onboarding pipeline, and partners are invited to opt in/out from self-invoicing and provide their billing details.
2. At any time: The partner's main contact can configure the self-invoicing option from their partner portal's account page.

During their onboarding

Configure your onboarding pipeline to add an action "Opt-in/out from self-invoicing" and let partners provide the required information during their onboarding.

For more information, read:

• What are onboarding actions?
• How to manage onboarding actions?

The step for partners to opt in and provide their billing details during the onboarding looks like this:

They can provide their billing details, including on each invoice in the seller details section, and customize invoices with:

• Logo: their company logo that must be inserted to customize each invoice
• Tax %: additional taxes that must be computed and added to each invoice amount
• Footer: any useful information, like legal information that must be included in each invoice

At any time

To configure self-invoicing from their partner portal, partners must:

• Click on the top-right menu
• Select Account
• Then click on Payouts in the left menu

From this page, they can opt-in for self-invoicing and provide their billing details:

Disable self-invoicing for all partners

To stop generating invoices for all partners, simply go to the Account > Payouts page follow the steps listed in the first section, and toggle off "Allow partners to opt-in for self-invoicing and generate invoices on accepted payouts automatically".